Roles of Various Financial Institutions, The

This is the eBook version of the printed book.

This Element is an excerpt from Who Can You Trust With Your Money? Get the Help You Need Now and Avoid Dishonest Advisors (9780137033652), by Bonnie Kirchner. Available in print and digital formats.

Understand your financial advisor’s relationships to other financial institutions--and what those connections mean for you.

When you engage wit...